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© 2015-2019 by Ron Blue Institute, LLC, All Rights Reserved

Online, Instructor-Led

Certificate Program

Enrollment Advisor

Contact an Enrollment Advisor to determine the right program for you via email, RBI@dalton-education.com, or phone, 877.805.7081

Stay on pace with the structure of scheduled courses, delivered by the finest faculty in CFP® certification education. Over 90% of students who choose this program receive their CFP® certification.

  • Live, online instructor-led classes

  • Access to Dalton Education faculty

  • All live lectures are recorded for future viewing at your convenience

  • Flexible schedules with two live classes every week

  • If life gets in the way and you need to pause your program, come back anytime at no extra charge

  • Includes the Certified Kingdom Advisors Educational Program as the major portion of the Capstone Course.

Features: 

Courses Within Certificate:

Investment Planning

This course introduces concepts regarding modern portfolio theory, risk reduction, debt and equity securities, derivatives (including options and futures contracts) and asset allocation strategies. Participants will learn how to determine a client's risk tolerance and select appropriate assets based on the assessed risk tolerance and the client's goals.

Income Tax Planning

Retirement Planning

This course provides detailed coverage of gross income inclusions, exclusions, deductions before and after adjusted gross income, and tax credits, while focusing on the taxation of individuals, sole proprietorships, C-corps, S-corps, partnerships and LLCs. In addition, participants will learn planning techniques for taxation avoidance and minimization strategies.

 

This course provides a comprehensive overview of qualified (defined benefit, profit share, 401(k) plans and non-qualified (deferred compensation, incentive stock options, employee stock purchase plans) retirement plans, other tax-advantaged plans (SIMPLE, Roth and traditional IRAs), and employee benefits. This course also presents an overview of the Social Security disability and health care programs such as Medicare.

Estate Planning

This course provides professionals with an introduction to wills, trusts, the probate process and the taxation of estates. Course participants will also learn the tax implications of gifts and bequests during lifetime and at death. The approach provides students with taxation avoidance and minimization techniques useful in planning a client's estate.

Plan Presentation/Capstone Course

The Plan Presentation course consists of both online, self-paced study combined with live-online instruction. Students will learn how to prepare and present a financial plan with a biblical worldview by going through the 19 Certified Kingdom Advisors modules and then using financial planning software and multiple approaches to identify and plan for a client's goals and risks. This course does fulfill the CFP Board's Capstone Course requirement.

 

Fundamentals of Financial Planning and Insurance

This course introduces participants to the theory and practice of financial planning. It provides an overview of the financial planning process and offers guidance for managing a client's risk while achieving goals through savings and investments. Topics include life, health, disability and long-term care as well as property, Social Security and personal liability insurance. In addition, the course covers time value of money, education and retirement funding. A financial calculator, such as an HP 12C or 10BII, is required.

Time & Duration:

Students meet twice a week online with an instructor to review and discuss course material in an interactive and engaging environment. Classroom times are Mon&Wed 6-8pm EST or Tue&Thu 8-10pm EST. Best of all, classes are recorded for playback so students are not penalized if they miss a session. The Live-Online Courses begin in the months of January, March, May, July, September, and November (Click Months for Schedules). You are given 9 months to complete the courses with a 3 month grace extension if needed.  

Tuition & Fees: 

Save by taking two educational programs in one!

Requirements:

Students must complete all six courses with a passing grade of 70% or greater in order to fulfill the CFP® certification education requirement. Following successful completion of your program, Dalton offers a CFP review program.Please visit the CFP Board for the current requirements for earning the CFP® certification: https://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements